When you are working on a lead or quote in RPM, how nice would it be if you have your email correspondence available on the same page as your lead. Our email integration does just that!
You can use Email Integration to supplement your Lead, Quote, Trouble Ticket, Commission Inquiry and/or Order process. Emails show right in the same screen as your lead and you can select any of the emails to view the details. Using the email integration is great way for any participant to easily see what has been discussed with the contacts on the Lead or Order and will bring them right up to date!
Please check out this article to setup email integration: Email Integration Setup.